This chapter provides an overview of notification and escalation and discusses how to:
Associate events to a server.
Set up an escalation event.
Set up a notification and escalation manager (NEM).
Notification and Escalation Manager (NEM) is a mechanism used to process notifications and escalations on a specified interval.
For example, escalations are used when an approver has not responded within a specified time period to a transaction that is pending approval. You can specify the time period (timeout) and you can specify alternate approvers to whom to notify and escalate the approval for further action. Timeout options are defined on the Approval Path Definition page.
Page Name |
Definition Name |
Navigation |
Usage |
EOAW_NEM_EVENTS |
Enterprise Components, Approvals, Notification and Escalations, Events |
Associate events to a server. |
|
EOAW_NEM_SETUP |
Enterprise Components, Approvals, Notification and Escalations , Notifications and Escalations |
Set up an escalation event and define the evaluation and action details. |
|
EOAW_NEM_STATUS |
Enterprise Components, Approvals, Notification and Escalations, Status |
Check status of notification. |
|
SCHDLDEFN |
PeopleTools, Process Scheduler, Schedule JobSet Definitions |
Set up a NEM to define the job to run, and how often you want it to run. |
Access the Event Type page (Enterprise Components, Approvals, Notification and Escalations, Events).
Event Type |
Select an event type. PeopleSoft applications deliver some event types, such as ESCALATION_EVENT and APPROVALACTIVITYEMAIL. |
Server Name |
Select the server on which to run the notification. |
Access the Notification and Escalations page (Enterprise Components, Approvals, Notification and Escalations, Notification and Escalations).
Event Type |
The server information that was entered on the Event Type page. |
Event Types Description |
The value entered in the Description field on the Events Type page. |
Active |
Select to enable the escalation process. |
Recurrence |
Enter a time interval at which to run the evaluation process. |
Repeat Time |
Enter a time period to limit the number of times the action step is run. |
Evaluation Type |
Select a method for evaluation. Possible values are:
Note. For escalations, the evaluation type should be SQL View. |
Name |
Displays the name of the query object or SQL view, depending on which is selected as the evaluation type. |
Action Type |
Select an action:
Note. For escalations, the action type should be PeopleCode. |
Package |
Select the application package that contains the escalation utility. Note. For escalations, the package should be EOAW_CORE. |
Class |
For escalations, select Escalator. |
Access the Schedule JobSet Definitions page (PeopleTools, Process Scheduler, Schedule JobSet Definitions).
Schedule Name |
Select EOAW_NEM for the notification and escalation manager. |
Job Name |
Select NEM_MAIN for the notification and escalation manager. |
Status |
Select Active for the notification and escalation manager. |
Run Control ID |
Enter the run control that has the run configuration desired. |
Recurrence Name |
Enter a value that specifies how often the process runs. |
See PeopleTools: PeopleSoft Process Scheduler PeopleBook, Defining Jobs and JobSets.